永太科技(002326.SZ):為優化戰略佈局 擬梳理處置5家子公司
格隆匯6月8日丨永太科技(002326.SZ)公佈,公司為優化戰略佈局,集中優勢資源發展主業,提高整體盈利能力,擬梳理處置濱海永太科技有限公司(“濱海永太”)、江蘇蘇濱生物農化有限公司(“江蘇蘇濱”)、江蘇匯鴻金普化工有限公司(“匯鴻金普”)、浙江卓越精細化學品有限公司(“卓越精細”)、浙江永太新材料有限公司(“永太新材料”)5家子公司,處置方式包括但不限於關閉退出、轉讓股權、業務轉型等。
公司主要產品按照終端應用領域分為三類,包括醫藥類、農藥類、鋰電及其他材料類。公司秉承“內生增長與外延擴張”的發展戰略,以氟苯精細化學品為起點,在做強、做大含氟中間體業務的同時,將醫藥、農藥產業鏈向下遊高附加值的原料藥、製劑領域延伸,形成了從中間體、原料藥到製劑的垂直一體化產業鏈,同時公司已積極切入新能源鋰電池材料領域。
隨着行業競爭格局的改變、公司生產基地的擴張,以及各生產基地經營環境的變化,部分子公司的未來發展預期已經不符合公司戰略發展的需要。同時,公司前期佈局建設的內蒙古永太精細化學品項目、永太手心醫藥原料藥項目、永太高新鋰電材料項目、重慶永原盛精細化學品等項目已經於近幾年陸續投產,產能正在逐步釋放。此次計劃處置的5家子公司中,濱海永太、江蘇蘇濱、匯鴻金普以及卓越精細的產能已經或正在逐步轉移到其他生產基地,永太新材料項目持續時間較長,產能和業績釋放尚無可見預期。處置此類低效項目,將有利於公司更加合理地配置資源,優化公司戰略佈局。
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